Client Portals
Advice Tech Hub Home

FINOVA
Website www.finova.tech
Phone 01275 400 660
Email [email protected]

HIGH-LEVEL FUNCTIONALITY

Login or Register

This valuable content is currently restricted. Here's how to access it:

Already have an account?

Click the login or register button above to gain immediate access.

(if you have the correct account permissions)

_

Are you a new user?

Click the login or register button for FREE access for financial advice firms

If your registration requires approval, don't worry! This is usually completed same day!

(If further infomation required, our team will be in touch to discuss)

_

Are you already logged in?

If you are logged and can't access this content

please contact us to discuss available options!

_

KEY FUNCTIONALITY

This content is restricted

Please contact us here to gain access

[email protected]

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

This content is restricted

Please contact us here to gain access

[email protected]

OTHER PRACTICE AREAS:

Mortgage Practice Management

INSIGHTS:

Artificial Intelligence – AI Tools & Services – Intellect AI

Read More

Artificial Intelligence – AI Tools & Services – Unitifi

Read More

Artificial Intelligence – AI Tools & Services – Zocks

Read More

Artificial Intelligence – AI Tools & Services – YourStake

Read More

Artificial Intelligence – AI Tools & Services – Yainvest

Read More

Artificial Intelligence – AI Tools & Services – fintello

Read More

CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning

Read More

Artificial Intelligence – AI Tools & Services – Conquest Planning

Read More

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING

Read More

Mortgage Practice Management Systems – Binder

Read More
Client Portals
Advice Tech Hub Home

OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners
Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications
Smarter Communications

INSIGHTS:

Artificial Intelligence – AI Tools & Services – Intellect AI

by | 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - intellect AI Website www.intellectai.com Phone Not Disclosed Email www.intellectai.com/contact-us/  KEY FUNCTIONALITYIntroduction​ IntellectAI, through its proprietary platform Purple Fabric, has launched an AI-powered solution designed to...
Read More

Artificial Intelligence – AI Tools & Services – Unitifi

by | 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Unitifi Website https://unitifi.com/ Phone US 402-979-7185 Email [email protected] KEY FUNCTIONALITYIntroduction​ Unitify is a behavioral finance platform designed to enhance the adviser-client relationship through a deep understanding of...
Read More

Artificial Intelligence – AI Tools & Services – Zocks

by | 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Zocks Website www.zocks.io Phone Not disclosed Email www.zocks.io/contact-us  KEY FUNCTIONALITYIntroduction​ Zocks is a US company with an AI-driven platform designed to streamline the financial advisory process. By automating administrative...
Read More

Artificial Intelligence – AI Tools & Services – YourStake

by | 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - YourStake Website www.yourstake.org Phone Not disclosed Email [email protected]  KEY FUNCTIONALITYIntroduction​ YourStake is US company with a proposal generation tool designed to streamline the financial advisory process.​ ​By leveraging...
Read More

Artificial Intelligence – AI Tools & Services – Yainvest

by | 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Yainest Website www.yainvest.ai Phone Not disclosed Email www.yainvest.ai/contact  KEY FUNCTIONALITYIntroduction​ Yainvest is a Swiss-based fintech company offering a platform designed to quantify and mitigate the impact of behavioural biases...
Read More

Artificial Intelligence – AI Tools & Services – fintello

by | 13th August 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - fintello Website www.fintello.com Phone US +847 450 0481 Email Not Disclosed KEY FUNCTIONALITYIntroduction Fintello is a US company with a digital marketing platform specifically designed to meet the needs of financial advisers. The platform...
Read More

Accelerating client recommendations & reviews using AI – AIFA2024 Plenary

by | 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions | 0 Comments

AIFA2024 Plenary 3 - Accelerating client recommendations & reviews using AIBACK TO CONFERENCE SESSIONSWhat is AIFA?SpeakersLearning Objectives Delivering regular advice updates. Predicting future client needs and life events using AI. Using AI to identify clients...
Read More

How AI can help adviser compliance – AIFA2024 Plenary

by | 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions | 0 Comments

AIFA2024 Plenary 2 - How AI can help adviser complianceBACK TO CONFERENCE SESSIONSWhat is AIFA?SpeakersLearning Objectives Using AI to accelerate case checking and advice approvals. The role of AI in delivering and maintaining consistent advice standards. Using AI...
Read More

The role of AI in client onboarding – AIFA2024 Plenary

by | 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions | 0 Comments

AIFA2024 Plenary 1 - The role of AI in client onboardingBACK TO CONFERENCE SESSIONSWhat is AIFA?SpeakersLearning Objectives Using AI to make fact finding easier and more efficient. How AI can deliver time savings from initial meetings and accelerate advice...
Read More

AIFA2024 – Keynote Speech

by | 30th July 2024 | AIFA 2024, AIFA Conference, AIFA2024 Conference Sessions | 0 Comments

Ian McKenna: Keynote Speech AIFA2024BACK TO CONFERENCE SESSIONSWhat is AIFA?SpeakerLearning Objectives Understanding the state of AI, both in the UK and internationally. What are the key new skills an adviser must acquire to thrive in the over the next five years? ...
Read More
Back